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AI spending, Fed policy and market rotation drive the outlook 7/29/26
Markets are navigating a pivotal stretch as investors weigh AI spending, earnings and a Federal Reserve expected to keep rates on hold. Plus, enterprise AI demand, memory growth and infrastructure investment continue res...
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AI spending, Fed policy and market rotation drive the outlook 7/29/26 is an episode from Worldwide Exchange by CNBC. Markets are navigating a pivotal stretch as investors weigh AI spending, earnings and a Federal Reserve expected to keep ra...
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Published Jul 29, 2026, 00:41:22 long, audio available.
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